• Founder & Managing Partner of a boutique transformation consulting firm advising founder-led and PE-backed companies across growth, operations, talent, strategy, and M&A readiness. • Serve as fractional/interim President/COO/CSO, stepping into leadership gaps to stabilize companies, drive execution, and build scalable platforms. • Created the P5 Selling EcoSystem™, S5 Drive MOS™, S5 Navigator™, OTAR™, and Deal-Ready™ frameworks to accelerate revenue, strengthen leadership, and install operating discipline. • Lead commercial turnarounds, implement GTM systems, rebuild pipelines, and establish forecasting, KPIs, pricing, and CRM rigor. • Deploy Lean/CI, operating rhythms, dashboards, SIOP, and execution cadences to reduce chaos, improve delivery, and tighten cross-functional performance. • Architect organizational redesigns, develop next-level leaders, and build accountable cultures aligned with scale. • Drive M&A readiness and integration planning; improve processes, systems, leadership alignment, and operational maturity for value creation and exit readiness. • Deliver measurable improvements in revenue predictability, operational control, leadership effectiveness, customer retention, and enterprise value.

• Served as advisor, coach, and ultimately fractional/interim President/CCO/CFO for a weather-intelligence startup with SaaS and hardware components, leading the transformation from a scientific prototype into a fully functioning, scalable business positioned for growth, value creation, and eventual exit. • Progressed from advisor/coach to fractional/interim President/CCO/CFO to transform a weather-intelligence SaaS + hardware startup from a science project into a functioning, scalable business. • Built every core business function from scratch — commercial engine, pricing, GTM, sales processes, marketing, forecasting, KPIs, customer success, and financial systems. • Deployed HubSpot, the P5 Selling™ system, full sales/marketing processes, new brand and website, SEO, social, and field marketing; rebuilt pipeline quality and forecasting accuracy. • Installed full operating discipline: EOS, leadership cadences, scorecards, operating rhythms, SIOP-like structure, and cross-functional accountability. • Integrated QBO, Stripe, HubSpot, Bill.com; rebuilt financial architecture with new COA, accrual transition, budgets, forecasts, cash controls, unit economics, and board reporting. • Clarified strategy, product roadmap, and market focus; prioritized solvable use cases and high-value verticals to position company for growth and investor readiness. • Led Series A raise; drove Series B readiness, investor materials, financial modeling, and board-level communication during crisis periods.

• Served as an operational and integration leader responsible for building a multi-site manufacturing platform through rapid acquisitions, plant consolidation, Lean deployment, and commercial/organizational transformation. • Built a new manufacturing platform by sourcing, conducting diligence, and acquiring six companies in six months, then integrating them into a single operating entity with standardized processes and systems. • Consolidated four plants into one optimized facility; deployed Lean tools, visual management, VSM, Kaizen, and created a Lean Center of Excellence. • Implemented ERP (SysPro), CRM (HubSpot), HRIS (Prism), EOS-style operating system, and corporate infrastructure within the first 12 months. • Built senior leadership team (CFO, VP Sales, VP Ops, Director of Talent) and deployed leadership development for front-line supervisors. • Installed P5 Selling™, CRM-driven sales discipline, and built a professional commercial organization. • Improved pricing performance through formal Pricing Committee and standard work, achieving 5–10% price increases across the customer base.

• Served as President/COO of a PE-backed, multi-site precision machining and fabrication business, leading a full commercial, operational, financial, and leadership turnaround across four plants. • Led $100M+ multi-site machining and fabrication platform through full commercial, operational, and financial turnaround. • Reversed a six-quarter revenue decline, driving a 30%+ YoY growth trajectory and tripling the sales pipeline. • Improved OTD from 60% → 95% and quality from 3,200 PPM → <300 PPM, earning John Deere Partner Status (top 1% globally). • Implemented Lean, SQDP/5S, QMS, safety, CI, SIOP, and NPL processes across four manufacturing sites. • Improved inventory turns 4 → 8, restructured debt, secured PPP + ERC, and achieved first profitable month in 18 months. • Rebuilt leadership structure, installed operating cadence, dashboards, and front-line leadership training.

• Served as Commercial Leader for a PE-backed business with $110M P&L responsibility, leading a full commercial turnaround, multiple M&A integrations, and a restructuring of the sales and commercial operating model. • Led commercial turnaround, delivering the first YoY growth cycle in 6+ years. • Integrated multiple acquisitions, unified pricing, channels, talent, and GTM execution. • Installed new org structure, top-graded talent, and launched “Year One” sales training system. • Deployed Microsoft Dynamics CRM, route optimization, dashboards, and commercial SOPs. • Modernized the commercial model—shifting from a large field sales team to a more efficient digital/eCommerce-driven structure.

• Led a $175M U.S. division for a publicly traded industrial company, overseeing field service, sales, marketing, finance, HR, and operations while driving organizational transformation, Lean deployment, cultural change, and multi-site performance improvement. • Complete transformation of the org structure, top-graded underperformers and moved the right people in the right seats. • Delivered 20% bookings growth and 15% revenue growth through standardized selling, Brooks training, and GTM execution. • Deployed Lean across 50+ sites, improving OTD by 15% and reducing defects/rework by 10%. • Integrated eight acquisitions into a unified “One Tek” operating model. • Built cross-functional CI teams, improved customer retention, and enhanced performance management.

• Led a national field service, sales, and installation operations, responsible for growth, execution, and financial performance across 12 regions. • Led national installation/service operations, transforming fragmented field teams into a high-performing integrated “One Ryko” organization. • Improved field technician efficiency by 15% and reduced inventory by $1.5M. • Deployed Salesforce, mobile field platforms, and route optimization to modernize scheduling, dispatch, and customer engagement. • Reduced turnover 30% and open positions by 60% through improved hiring, training, and leadership expectations. • Presented performance and strategy to 13 PE buyers, contributing to a successful exit.

• Led commercial turnaround of a $1.2B North American service organization across 50+ sites and 450+ team members. • Reversed multi-year decline with 7.3% YoY revenue growth in year one. • Built new GTM model aligned to customer archetypes; strengthened pricing, retention, and product commercialization. • Launched Acclivus sales training → 30% pipeline growth. • Developed enterprise NPS capability and improved customer experience and retention. • Served on Innovation & Technology Council, driving product and service innovation.

• Held progressive leadership roles culminating in senior leadership of $1.8B North American service organization across 50+ sites. • Achieved ACE Gold (first in Otis NA) for Lean/Six Sigma excellence. • Grew modernization orders 20% (+$70M annually) via improved product & service strategy. • Recaptured 3,000 competitor units ($14M recurring) via competitor blitz strategy. • Cut cancellations 8% → 4%, protecting $20M in annual revenue; established enterprise NPS capability. • Launched inside sales organization, generating $1M+ annual revenue per ISSR. • Strengthened sales processes, forecasting, and pricing to deliver 7% YoY service revenue growth.

• Lean 6-Sigma / ACE Platinum

Otis Elevator

2011

Danaher Business System (DBS)

Danaher/Fortive

2018